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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,531 | $76,407-37.8% | $150,298-68.4% | $82,448-42.4% |
| Participation rate | 23.5% | 66.4%-42.9pp | 77.8%-54.2pp | 68.1%-44.5pp |
| Annual return | 14.05% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $455 | $3,214-85.9% | $5,453-91.7% | $4,139-89.0% |
| Admin fee / account holder | $7,808 | $6,352+22.9% | $14,116-44.7% | $7,234+7.9% |